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| Happy Holidays!! thanks for using AUM13F!! |
| Mitchell & PAHL Private Wealth LLC
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| CRD # | 307625 |
| SEC # | 801-118315 |
| CIK # | 0001836506 |
| AUM | $406.0 M (2025-03-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 405-608-2280 |
| Address | 1001 NW 71st Street Oklahoma City, OK 73116 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001836506 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 7.8 | |
| Broadcom Inc | 6.8 | |
| Apple Inc | 6.2 | |
| Linde PLC | 3.7 | |
| Waste Management Inc | 3.5 | |
| Ecolab Inc | 3.4 | |
| Exxon Mobil Corp | 3.4 | |
| Procter & Gamble Co | 3.3 | |
| Home Depot Inc | 3.3 | |
| 3M Co | 3.3 | |
| Goldman Sachs Group Inc | 3.3 | |
| Comcast Corp | 3.2 | |
| AbbVie Inc | 3.0 | |
| Texas Instruments Inc | 3.0 | |
| Cisco Systems Inc | 2.9 | |
| BlackRock Inc | 2.9 | |
| McDonalds Corp | 2.9 | |
| Kraft Foods Inc | 2.9 | |
| UnitedHealth Group Inc | 2.9 | |
| General Dynamics Corp | 2.9 | |
| Johnson & Johnson | 2.9 | |
| Walt Disney Co | 2.9 | |
| Costco Wholesale Corp /NEW | 2.8 | |
| Wisconsin Energy Corp | 2.8 | |
| Aflac Inc | 2.8 | |
| Air Products & Chemicals Inc /DE/ | 2.7 | |
| Novartis AG | 2.7 | |
| FPL Group Inc | 2.7 | |
| Emerson Electric Co | 2.7 | |
| AT&T Inc | 2.6 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 47.9 |
| (b) Individuals (high net worth individuals) | 88 | 351.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 910 | 406.0 |
| By Discretionary | ||
| Discretionary | 531 | 368.9 |
| Non-Discretionary | 379 | 37.1 |
| Total | 910 | 406.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 405.4 | |
| Total | 910 | 406.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001836506] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meridiana MFO LLC
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|
FL | 0.4 |
|
Horizon Advisors LLC
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TX | 0.4 |
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Asset Planning Corporation
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TN | 0.4 |
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Spartan Wealth Advisory Services LLC
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MI | 0.4 |
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Fidato Wealth LLC
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OH | 0.4 |
|
Alphamark Advisors LLC
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|
KY | 0.4 |
|
Coston McIsaac and Partners Inc
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|
ME | 0.4 |
|
Fusion Capital LLC
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|
SC | 0.4 |
|
IVC Wealth Advisors LLC
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|
PA | 0.4 |
|
Leslie Global Wealth LLC
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|
IL | 0.4 |